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Investor Profile Questionnaire

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OHIO (HQ) - 30285 Bruce Industrial Pkwy, Ste A, Solon, OH 44139 | 440.287.5020

FLORIDA - 2610 Goldenrod Street, Sarasota, FL 34239 | 941.552.9401

NORTH CAROLINA - 1750 NW Maynard Road, Suite 114, Cary, NC 27513 | 440.287.5020

OREGON - 3980 Livingston Road, Central Point, OR 97502 | 408.713.3016

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Other advisory services offered through Redwood Financial Network Corp, a Registered Investment Advisor and a separate entity from LPL Financial.

The LPL Financial registered representatives associated with the website may only discuss securities or transact business with persons who are residents of: AL, AZ, CA, CO, DC, DE, FL, GA, IL, MD, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA.

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